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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,059 | $49,255+21.9% | $70,494-14.8% | $79,856-24.8% |
| Participation rate | 94.6% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+25.0pp |
| Annual return | 14.48% | 30.10%-15.6pp | 109.16%-94.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,476 | $2,100+65.5% | $2,738+26.9% | $2,471+40.7% |
| Participant deferral / active EE | $3,476 | $2,768+25.6% | $3,711-6.3% | $3,741-7.1% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |